IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$6K ﹤0.01%
132
+1
3702
$6K ﹤0.01%
204
+110
3703
$6K ﹤0.01%
119
+86
3704
$6K ﹤0.01%
137
-16
3705
$6K ﹤0.01%
220
-2,099
3706
$6K ﹤0.01%
258
3707
$6K ﹤0.01%
104
-16
3708
$6K ﹤0.01%
234
+41
3709
$6K ﹤0.01%
116
-9
3710
$6K ﹤0.01%
291
+224
3711
$6K ﹤0.01%
107
3712
$6K ﹤0.01%
1,000
3713
$6K ﹤0.01%
136
-148
3714
$6K ﹤0.01%
506
3715
$6K ﹤0.01%
440
+220
3716
$6K ﹤0.01%
31
3717
$6K ﹤0.01%
277
+177
3718
$6K ﹤0.01%
1,000
3719
$6K ﹤0.01%
793
+743
3720
$6K ﹤0.01%
155
+129
3721
$6K ﹤0.01%
162
+9
3722
-1
3723
$6K ﹤0.01%
2,000
+1,000
3724
$6K ﹤0.01%
65
-28
3725
$6K ﹤0.01%
+232